Siemens Energy, Inc. Pension Plan
Sponsored by Siemens Energy, Inc. · EIN 133987280 · Plan #022
- Total assets
- $532M
- Net assets
- $527M
- Active participants
- 2,326
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Income Research + Management CRD 104863 | fuzzy_auto · 99% | 2024 |
| Wellington Management Company Llp CRD 106595 | fuzzy_auto · 97% | 2024 |
| Nisa Investment Advisors, Llc CRD 107313 | deterministic · 100% | 2024 |
| Champlain Investment Partners, Llc CRD 132474 | deterministic · 100% | 2024 |
| Schauer Investment Management, Inc. CRD 283119 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Alight Solutions Llc | Recordkeeping, Direct payment from the plan, Other fees | $512,328 |
| Nepc | Consulting (general), Direct payment from the plan | $223,766 |
| The Bank Of New York Mellon | Custodial (securities), Trustee (institutional), Direct payment from the plan | $212,039 |
| Income Research & Management | Investment management, Direct payment from the plan, Investment management fees (direct) | $196,806 |
| Wellington Management | Investment management, Direct payment from the plan, Investment management fees (direct) | $172,576 |
| Nisa Investment Advisors, Llc | Investment management, Direct payment from the plan, Investment management fees (direct) | $160,000 |
| Blackrock Institutional Trust Co | Trustee (institutional), Trustee (discretionary), Investment management | $125,217 |
| Willis Towers Watson | Consulting (general), Direct payment from the plan | $99,800 |
| Champlain Investment Partners | Investment management, Direct payment from the plan, Investment management fees (direct) | $93,302 |
| Jpmorgan Chase Bank, N.A. | Custodial (securities), Trustee (institutional), Direct payment from the plan | $87,046 |
| Schroder Investment Management | Investment management, Direct payment from the plan, Investment management fees (direct) | $78,490 |
| Dopkins And Company, Llp | Accounting, Consulting (general), Direct payment from the plan | $54,000 |
| State Street Global Advisors | Custodial (securities), Investment management, Direct payment from the plan | $24,250 |